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CIK: 0001951283
Total reported value
$696.6M
$696.6M
46 檔
56.0%
At the close of Q2 2025, Crane Advisory, LLC disclosed equity holdings valued at approximately $696.6M, spread across 46 reported holdings.
In Q2 2025, Crane Advisory, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, PULS, VUG) accounted for 56.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.91% | +0.36% | -5.71% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 15.88% | -0.53% | +6.81% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 12.40% | +0.46% | -9.31% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 11.90% | -0.35% | +54.83% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.51% | +0.19% | -1.41% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.22% | -0.39% | -0.73% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.60% | +0.05% | -5.62% | |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.43% | -0.17% | -28.84% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.92% | -0.27% | -3.23% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.99% | +0.09% | -5.51% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.99% | +0.09% | -7.91% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.21% | -16.89% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.46% | +0.11% | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | — | -7.84% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.01% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | -0.34% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.31% | +0.05% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | -7.67% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.01% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | +0.01% | — | |
| 21 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | +0.03% | — | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 0.18% | -0.01% | -88.16% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | -0.01% | -30.37% | |
| 24 | VONE | Vanguard Russell 1000 | ETF-Other | 0.16% | +0.01% | -0.57% | |
| 25 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | +0.01% | -1.86% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | +0.02% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | -0.03% | — | |
| 28 | O | Realty Income CORP | Stock-Real Estate | 0.10% | -0.01% | +3.99% | |
| 29 | AON | Aon plc | Stock-Financials | 0.10% | +0.01% | -0.84% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | — | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.07% | -0.01% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.07% | — | -1.91% | |
| 33 | EIX | Edison International | Stock-Utilities | 0.07% | +0.01% | -16.11% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.06% | -0.01% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | — | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.06% | — | +56.73% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.06% | +0.02% | — | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.06% | — | -12.62% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.01% | -5.92% | |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.05% | -0.03% | EXIT | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | -0.01% | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.04% | — | — | |
| 44 | XVV | Ishares Esg Select Screened | ETF-Other | 0.04% | — | -18.05% | |
| 45 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.04% | -0.01% | -12.70% | |
| 46 | PSO | Pearson Plc-sponsored Adr | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +3.5% | +54.83% | Add |
| 2 | IDEV | Ishares Core Msci Dev Mkts | +1.5% | NEW | New buy |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | NEW | New buy |
| 4 | VUG | Vanguard Growth ETF | +0.2% | -9.31% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | -5.71% | Trim |
| 6 | NVDA | Nvidia CORP | +0.1% | -7.67% | Trim |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | NEW | New buy |
| 8 | VB | Vanguard Small-cap ETF | +0.1% | -5.51% | Trim |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.34% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 12 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
| 13 | RSPT | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 14 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 15 | VOE | Vanguard Mid-cap Value ETF | 0% | +56.73% | Add |
| 16 | BA | Boeing Co/the | 0% | — | Unchanged |
| 17 | VONE | Vanguard Russell 1000 | 0% | -0.57% | Trim |
| 18 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | +0.02% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 21 | CAT | Caterpillar Inc | 0% | -12.62% | Trim |
| 22 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 23 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 24 | MGV | Vanguard Mega Cap Value ETF | — | -1.86% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 26 | CVX | Chevron CORP | — | -1.91% | Trim |
| 27 | XOM | Exxon Mobil CORP | — | -5.92% | Trim |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | -7.84% | Trim |
| 29 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 30 | O | Realty Income CORP | 0% | +3.99% | Add |
| 31 | AON | Aon plc | 0% | -0.84% | Trim |
| 32 | HSY | Hershey Co/the | 0% | -12.70% | Trim |
| 33 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 34 | PSO | Pearson Plc-sponsored Adr | 0% | — | Unchanged |
| 35 | XVV | Ishares Esg Select Screened | 0% | -18.05% | Trim |
| 36 | VTV | Vanguard Value ETF | 0% | -1.41% | Trim |
| 37 | EIX | Edison International | 0% | -16.11% | Trim |
| 38 | TJX | Tjx Companies Inc | 0% | EXIT | Sold out |
| 39 | FTEC | Fidelity Msci Info Tech Indx | 0% | EXIT | Sold out |
| 40 | AMZN | Amazon.com Inc | -0.1% | -30.37% | Trim |
| 41 | WMT | Walmart Inc | -0.1% | EXIT | Sold out |
| 42 | VO | Vanguard Mid-cap ETF | -0.1% | -7.91% | Trim |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -5.62% | Trim |
| 44 | PULS | Pgim Ultra Short Bond ETF | -0.3% | +6.81% | Add |
| 45 | FBND | Fidelity Total Bond ETF | -0.4% | -3.23% | Trim |
| 46 | AAPL | Apple Inc | -0.6% | -16.89% | Trim |
| 47 | SCHR | Schwab Intermediate-term US | -0.6% | -0.73% | Trim |
| 48 | IQLT | Ishares Msci International Q | -1.3% | -88.16% | Trim |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | -2.4% | -28.84% | Trim |
According to official SEC Form 13F filings, Crane Advisory, LLC reported a total U.S. public equity portfolio value of $696.6M across 46 disclosed positions in Q2 2025.
During Q2 2025, Crane Advisory, LLC's top holdings by market value included VOO (16.9%)、PULS (15.9%)、VUG (12.4%). The largest single position, VOO, represented 16.9% of total portfolio value.
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Top New Position Initiated
IDEV
市值: $8.8M
Top Position Liquidated / Trimmed
WMT
前期市值: $307.6K
In Q2 2025, Crane Advisory, LLC made 37 total portfolio adjustments, initiating 5 new buys, adding to 5 positions, trimming 24 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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